UMS
155 results found
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Landlords
When on customer screen and going to landlord tab that needs to be blocked out to where it cant be changed.....etc like address phone number its so easy to change that information when we think we are on customers information.
3 votesNeed more votes.
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Remove old deposits from the Account Control Panel that have been refunded/consumed
Instead of showing all deposits, have an option to only show deposits that have an amount holding and have the option to show old deposits (maybe something similar to showing removed devices).
3 votesThis request needs more votes.
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Enrollment in AutoPayment via the IVR
We would like to have the ability for our customers to enroll in Auto Payment via credit card or ACH via IVR Tech and for this to be part of the normal voice script whenever someone makes a one-time payment via the IVR. This to me would reduce late payments and the expense surrounding them.
4 votes -
Add the "View History” functionality from Enter Readings (similar to CBSW)
Add the "View History” functionality from Enter Readings (similar to CBSW) to quickly reference usage history when editing reads.
13 votesWe are reviewing this request.
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Add Arrears Amount in Create Delinquency
When creating delinquencies it would be nice to have a column with arrears so we can select highest to lowest and have option to send customers with high arrears.
4 votesThis request needs more votes.
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Rework Disallowed Payment Methods
We have a customer we would like to disallow online credit card and online check payments for. However, after check marking those methods in the attached screen, the customers is still able to make payments using those payment methods online. It does not keep the customer from being able to make their payment. It only leaves the payment "stuck in Gateway." And then our office either has to refund or import the payment and notify the customer. If the customer attempts to make a disallowed payment, they should receive an error message stating so, and to contact our office.
2 votesThis feature is planned and will be on a future release.
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Payment Wizard - Manual Entry
When using Manual Entry to enter the large amount of checks we receive (anywhere from 50- 150 some days), it would save time if the program would automatically load the endorsements to the printer when you click "process" rather than having to go back and individually click "endorse check" next to each entry.
3 votesWe are looking for votes on this request.
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Integration with ESRI Maps on Mobile Service Orders
Ability to display an Esri map on Service Orders instead of google maps.
2 votesWe are looking for votes on this request.
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Service Order Creator
Advance filter for the Creator to see only the orders they have created for follow up (if they get tagged or not).
2 votesWe are looking for votes on this request.
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NOTE FIELDS
In the NOTES Area in UMS we would love to be able to change defaults and to inactivate fields. Examp: Under "Note Used For" Has several choices and would love to be able to create our own drop down menu for things that are important for our company which is JUST WATER. Just having the ability to customize it more would be great.
5 votesWe are looking for more votes on this request.
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Changes to Note Type
• Currently when you open the note type it auto-populates to “general”.
Can you make the sort order customizable and hide types that are no longer being used?
3 votesWe are looking for more votes on this request.
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Validate email addresses in real time
Implementing basic email validation when a customer or employee enters an email address into UMS would be highly beneficial. Numerous methods exist for verifying email addresses, encompassing syntax checks, DNS lookup, SMTP server verification, etc.
I know some email verification services that offer an API require a subscription, so maybe there could be two levels of validation. One that requires a subscription and one that does a basic SMTP server check (or an equivalent)?6 votesWe are looking for votes on this request.
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Miscellaneous Statement for Specific Transaction Type
Please allow for the mass creation of Miscellaneous Statements limited to a specific transaction type or code.
For example, we add a Reconnect Fee after a customer has been disconnected and then service restored and that fee is due in the future. Currently, I have to run the Miscellaneous Statement process in each individual account to apply the Due Date so it does not potentially get captured in other processes that have a Due Date added.
If I could filter by code, that would be much more efficient!
2 votes -
Add Phone Field & Email Field to Setup Autopay
It would be very helpful if a phone & email field were added to the Setup Autopay when a customer enrolls. If there is an issue with their payment we have up to date contact information.
Please add required fields to Setup Autopay:
- Phone Field
- Add Email Address (verify)
15 votes -
Declined Autopay & Expiring Credit Card - Auto Email & Auto Note
Our Agency manually sends out emails and note each account for all expiring credit cards and declined autopay items. It would be extremely helpful if there was a way to have this automated. Please reach out if more details are needed.
37 votesWe are reviewing this request.
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Mobile Service Orders Options
We'd like to be able to limit the completed MSO's on the map. This way the tech can see what orders are nearby that still need completed via the map. We'd also like additional options for the tech to select days, routes, etc on the map to view upcoming orders.
0 votesNeed more votes
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Duplicate For Contacts on Ebills
When sending out Ebills the Duplicate for Contacts is set as a default. We would like to see this removed & be able to select the option if needed.
3 votes -
Remove unwanted gateways from tools in UMS
For companies with multiple communities/companies need the ability to remove unwanted gateways from their tools in CWP/Gateway Rec.
Something such as an active box within the gateway set up.
Unchecking the box , making the gateway inactive will then hide the company from appearing in tools such as gateway reconciliation.2 votes -
3 votes
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Shutoff Process notice description
An enhancement to the shutoff process to allow users to edit/insert a "reason" or "notice type" description that can be displayed on the Account History tab. We have multiple types of notices but they all show as the same one in the history.
3 votes
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